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How to Choose a Trustee for Your Estate

October 14, 2014
If you’re reading this article, I think it’s safe to assume that you either (1) have an estate plan already or (2) are aiming to create one soon. So first of all, good work! You’re ahead of the pack and...

What Are the Duties of a Trustee?

October 10, 2014
If you want to have trust in your trust, it is essential you choose the right trustee. Many people choose to be their own trustee (who can you trust if not yourself, after all?). Others share trusteeship with their spouse, so...

Supreme Court Ruling on Inherited IRAs

October 8, 2014
Just a few months ago, in June 2014, the Supreme Court ruled inherited Individual Retirement Accounts (IRAs) are not protected from the beneficiary’s creditors, because there are key differences between an inherited IRA...

Where to Open an LLC

May 4, 2014
We live in a large, great country with fifty diverse states. You might grow up in one state, call another state home, and open your LLC in yet another state. Many people assume they must open their limited liability company...

How to Title Your Assets Properly

April 18, 2014
It’s not enough to simply have a will. If you want to ensure your assets are distributed in the way you’ve planned after your death, you must learn how to title your assets properly. Too many people forget to...